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Global X S&p 500 Covered Call Etf etf shares owned by WJ Wealth Management

Quarter-by-quarter ownership of Global X S&p 500 Covered Call Etf etf (XYLD) shares owned by WJ Wealth Management from 13F filings

Historical chart of WJ Wealth Management investment in Global X S&p 500 Covered Call Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Global X S&p 500 Covered Call Etf etf held by WJ Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X S&p 500 Covered Call Etf etf by WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $4.6M 117k 39.49
2024-12-31 $9.6M 228k 41.90
2024-09-30 $1.1M 26k 41.50
2024-06-30 $912k 23k 40.43

More positions owned by WJ Wealth Management

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Tcw Etf Trust Flexible Income (FLXR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Harbor Etf Trust Long Term Grower (WINN)
Capital Group International SHS (CGIE)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Global X Fds Defense Tech Etf (SHLD)
Tcw Etf Trust Transform System (PWRD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for WJ Wealth Management

Top funds holding Global X S&p 500 Covered Call Etf etf

Morgan Stanley
LPL Financial
Sumitomo Life Insurance
Ameriprise Financial
Nissay Asset Management Corp
Raymond James Financial
UBS Group
Advisor Group Holdings
Global X Japan
Wells Fargo & Company
Brookstone Capital Management
Envestnet Asset Management
Cetera Investment Advisers
Royal Bank of Canada
TCG Advisory Services

View all funds holding Global X S&p 500 Covered Call Etf etf